Lam Research Corp
LRCX- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q3 2023
Institutional positions in Lam Research Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,451
- +34 vs. Q2 2023
- Shares held
- 111.1M
- −1.86M (−1.6%) vs. Q2 2023
- Total value
- $69.7B
- −$2.68B (−3.7%) vs. Q2 2023
- New holders
- 124
- 527 more added
- Sold out
- 90
- 547 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 18,586 | $11.6M | 0.05% | +989+5.6% | Added |
| Empire Life Investments Inc. | 18,171 | $11.4M | 0.83% | −11,965−39.7% | Reduced |
| Gratus Capital LLC | 18,047 | $11.3M | 0.77% | −31−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 17,728 | $11.2M | 0.25% | +2,190+14.1% | Added |
| Susquehanna Fundamental Investments, LLC | 17,933 | $11.2M | 0.73% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 17,863 | $11.2M | 0.10% | −5,391−23.2% | Reduced |
| Liontrust Investment Partners LLP | 17,800 | $11.2M | 0.18% | +400+2.3% | Added |
| Calamos Advisors LLC | 17,440 | $10.9M | 0.06% | +68+0.4% | Added |
| Lido Advisors, LLC | 17,420 | $10.9M | 0.12% | −3,199−15.5% | Reduced |
| Terry L. Blaker | 17,246 | $10.8M | 0.96% | −1,337−7.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,080 | $10.7M | 0.05% | +17,080 | New |
| Nishkama Capital, LLC | 16,873 | $10.6M | 3.53% | +16,873 | New |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $10.5M | 2.27% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 16,701 | $10.5M | 1.36% | −430−2.5% | Reduced |
| Profund Advisors LLC | 16,559 | $10.4M | 0.57% | +2,488+17.7% | Added |
| Shelton Capital Management | 16,436 | $10.3M | 0.38% | +3,502+27.1% | Added |
| Investment Management Corp of Ontario | 16,236 | $10.2M | 0.40% | +13,448+482.4% | Added |
| Point72 Middle East FZE | 16,205 | $10.2M | 0.61% | +16,205 | New |
| Banque Pictet & Cie SA | 16,113 | $10.1M | 0.12% | −401−2.4% | Reduced |
| Marco Investment Management LLC | 16,045 | $10.1M | 1.16% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15,713 | $9.85M | 0.54% | −5,818−27.0% | Reduced |
| UniSuper Management Pty Ltd | 15,700 | $9.84M | 0.12% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 15,276 | $9.57M | 1.11% | −255−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 14,939 | $9.36M | 0.02% | +8,654+137.7% | Added |
| Trexquant Investment LP | 14,906 | $9.34M | 0.23% | +14,906 | New |
| LMCG Investments, LLC | 14,836 | $9.30M | 0.63% | −820−5.2% | Reduced |
| CBOE Vest Financial, LLC | 14,806 | $9.28M | 0.51% | +6,280+73.7% | Added |
| PGGM Investments | 14,677 | $9.20M | 0.16% | +3,545+31.8% | Added |
| YHB Investment Advisors, Inc. | 14,620 | $9.16M | 0.85% | −156−1.1% | Reduced |
| Fifth Third Bancorp | 14,568 | $9.13M | 0.04% | −771−5.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,435 | $9.05M | 0.12% | −42−0.3% | Reduced |
| Employees Retirement System of Texas | 14,310 | $8.97M | 0.13% | −1,582−10.0% | Reduced |
| Public Sector Pension Investment Board | 14,278 | $8.95M | 0.07% | −6,927−32.7% | Reduced |
| Marlowe Partners LP | 14,272 | $8.95M | 27.43% | +193+1.4% | Added |
| MBB Public Markets I LLC | 14,215 | $8.91M | 0.60% | −800−5.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,206 | $8.90M | 0.16% | −347−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 14,042 | $8.80M | 1.58% | −183−1.3% | Reduced |
| Artemis Wealth Advisors, LLC | 14,000 | $8.77M | 1.64% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 13,907 | $8.72M | 0.05% | −5,526−28.4% | Reduced |
| M&T Bank Corp | 13,464 | $8.44M | 0.03% | −1,024−7.1% | Reduced |
| Nemes Rush Group LLC | 13,438 | $8.42M | 1.53% | +345+2.6% | Added |
| Illinois Municipal Retirement Fund | 13,365 | $8.38M | 0.16% | +4,808+56.2% | Added |
| Platinum Investment Management Ltd | 13,110 | $8.22M | 0.32% | −38−0.3% | Reduced |
| Means Investment Co., Inc. | 12,988 | $8.14M | 1.33% | −172−1.3% | Reduced |
| Ieq Capital, LLC | 12,912 | $8.09M | 0.16% | −1,435−10.0% | Reduced |
| Modera Wealth Management, LLC | 12,804 | $8.03M | 0.15% | −2,018−13.6% | Reduced |
| Railway Pension Investments Ltd | 12,800 | $8.02M | 0.09% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 12,798 | $8.02M | 1.01% | −3,709−22.5% | Reduced |
| Covington Investment Advisors Inc. | 12,778 | $8.01M | 1.64% | −50.0% | Reduced |
| JustInvest LLC | 12,734 | $7.98M | 0.24% | +701+5.8% | Added |
| Advisory Services Network, LLC | 12,559 | $7.87M | 0.21% | −508−3.9% | Reduced |
| Cetera Investment Advisers | 12,420 | $7.78M | 0.07% | −297−2.3% | Reduced |
| Chartwell Investment Partners, LLC | 12,388 | $7.76M | 0.30% | +1,000+8.8% | Added |
| Gulf International Bank (UK) Ltd | 12,349 | $7.74M | 0.22% | −1,303−9.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,345 | $7.74M | 0.04% | −211−1.7% | Reduced |
| iA Global Asset Management Inc. | 12,288 | $7.70M | 0.20% | +2,361+23.8% | Added |
| Carderock Capital Management Inc | 12,229 | $7.66M | 2.57% | −256−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,206 | $7.65M | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,203 | $7.65M | 0.05% | −932−7.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,168 | $7.63M | 0.12% | +491+4.2% | Added |
| Central Bank & Trust Co | 11,796 | $7.39M | 1.29% | −462−3.8% | Reduced |
| Pathstone Family Office, LLC | 11,446 | $7.33M | 0.06% | +6,516+132.2% | Added |
| Valley National Advisers Inc | 11,604 | $7.27M | 1.27% | −718−5.8% | Reduced |
| Ethic Inc. | 11,575 | $7.26M | 0.25% | +700+6.4% | Added |
| Kentucky Retirement Systems | 11,432 | $7.17M | 0.25% | +631+5.8% | Added |
| Elo Mutual Pension Insurance Co | 11,244 | $7.05M | 0.22% | +140+1.3% | Added |
| Cetera Advisor Networks LLC | 11,182 | $7.01M | 0.04% | +885+8.6% | Added |
| Nilsine Partners, LLC | 11,139 | $6.98M | 1.06% | +233+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,109 | $6.96M | 0.10% | −1,753−13.6% | Reduced |
| Winmill & Co. Inc | 10,900 | $6.83M | 2.50% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,889 | $6.82M | 0.34% | 00.0% | Unchanged |
| Socorro Asset Management LP | 10,853 | $6.80M | 3.18% | −2,392−18.1% | Reduced |
| Fusion Capital, LLC | 10,790 | $6.76M | 3.81% | +159+1.5% | Added |
| King Luther Capital Management Corp | 10,746 | $6.74M | 0.03% | +47+0.4% | Added |
| First Citizens Bank & Trust Co | 10,729 | $6.72M | 0.13% | −334−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 10,696 | $6.70M | 0.87% | +650+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,644 | $6.67M | 0.03% | +6,455+154.1% | Added |
| Financial Counselors Inc | 10,629 | $6.66M | 0.13% | +633+6.3% | Added |
| Kingsview Wealth Management, LLC | 10,617 | $6.65M | 0.24% | +5,348+101.5% | Added |
| 1832 Asset Management L.P. | 10,600 | $6.64M | 0.01% | −84,017−88.8% | Reduced |
| Gateway Investment Advisers LLC | 10,574 | $6.63M | 0.08% | −117−1.1% | Reduced |
| Impax Asset Management Group plc | 10,483 | $6.57M | 0.03% | −228−2.1% | Reduced |
| Heron Bay Capital Management | 10,437 | $6.54M | 1.76% | −259−2.4% | Reduced |
| Level Four Advisory Services, LLC | 10,392 | $6.51M | 0.42% | +226+2.2% | Added |
| D.A. Davidson & Co. | 10,384 | $6.51M | 0.07% | −313−2.9% | Reduced |
| Maryland State Retirement & Pension System | 10,333 | $6.48M | 0.15% | +85+0.8% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10,200 | $6.39M | 0.55% | +10,200 | New |
| Violich Capital Management, Inc. | 10,000 | $6.27M | 1.07% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,965 | $6.25M | 0.14% | +444+4.7% | Added |
| Banco Santander, S.A. | 9,919 | $6.22M | 0.09% | +6,669+205.2% | Added |
| Baldwin Investment Management, LLC | 9,838 | $6.17M | 1.03% | −296−2.9% | Reduced |
| MML Investors Services, LLC | 9,820 | $6.16M | 0.03% | −5−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,814 | $6.15M | 0.39% | −196−2.0% | Reduced |
| Laffer Tengler Investments | 9,804 | $6.14M | 1.81% | −1,482−13.1% | Reduced |
| Aviance Capital Partners, LLC | 9,804 | $6.14M | 1.38% | −288−2.9% | Reduced |
| Two Sigma Advisers, LP | 9,800 | $6.14M | 0.02% | +9,800 | New |
| Summit Street Capital Management, LLC | 9,787 | $6.13M | 2.74% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,700 | $6.08M | 0.35% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,657 | $6.05M | 3.37% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,620 | $6.03M | 0.06% | +393+4.3% | Added |